Tweedy Browne Co. - Tweedy Browne Value Fund
As of Q2 2026, Tweedy Browne Co. reported 91 long-equity positions worth $1.32B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.13%
- 1-year
- +22.43%
- 3-year
- +46.88%
- 5-year
- +48.19%
- 3-year vs S&P 500
- -25.68%
- 5-year vs S&P 500
- -25.53%
- 5-year top 5
- +53.31%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 37 of 47 rows. Rows without a quote are marked unavailable.
| 1 | JNJ | JOHNSON & JOHNSON | 10.55% | Reduce -3.4% | 3,918,801 | $381.93M | $97.46 | No quote |
| 2 | WFC | WELLS FARGO & CO | 7.86% | Reduce -0.9% | 5,058,689 | $284.5M | $56.24 | No quote |
| 3 | CSCO | CISCO SYSTEMS INC | 7.57% | Reduce -3.3% | 9,984,544 | $274.18M | $27.46 | No quote |
| 4 | DVN | DEVON ENERGY CORP | 6.82% | Reduce -0.3% | 4,152,246 | $247.02M | $59.49 | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INCCUSIP 084670108 | 6.65% | - | 1,175 | $240.7M | No quote | No quote |
| 6 | HAL | HALLIBURTON CO | 6.32% | Reduce -0.7% | 5,312,823 | $228.82M | $43.07 | No quote |
| 7 | BAX | BAXTER INTERNATIONAL INC | 4.91% | Reduce -0.8% | 2,543,966 | $177.9M | $69.93 | No quote |
| 8 | BK | BANK OF NEW YORK MELLON CORP | 4.74% | Reduce -0.1% | 4,090,263 | $171.67M | $41.97 | No quote |
| 9 | COP | CONOCOPHILLIPS | 4.63% | Reduce -3.8% | 2,731,258 | $167.73M | $61.41 | No quote |
| 10 | MMM | 3M CO | 4.44% | Reduce -0.1% | 1,040,788 | $160.59M | $154.30 | No quote |
| 11 | PM | PHILIP MORRIS INTERNATIONAL | 4.07% | Reduce -0.8% | 1,839,100 | $147.44M | $80.17 | No quote |
| 12 | EMR | EMERSON ELECTRIC CO | 2.77% | Reduce -12.8% | 1,808,006 | $100.22M | $55.43 | No quote |
| 13 | VZ | VERIZON COMMUNICATIONS | 2.26% | Add +31.0% | 1,756,210 | $81.86M | $46.61 | No quote |
| 14 | TMK | TORCHMARK CORP | 2.25% | Reduce -2.5% | 1,397,010 | $81.33M | No quote | No quote |
| 15 | GOOGL | GOOGLE INC CLASS A | 2.09% | Reduce -0.0% | 140,120 | $75.67M | $540.04 | No quote |
| 16 | CMCSK | COMCAST CORPORATION | 2.05% | Reduce -0.1% | 1,240,011 | $74.33M | No quote | No quote |
| 17 | GOOG | GOOGLE INC CLASS C | 2.02% | Add +0.2% | 140,471 | $73.12M | $520.51 | No quote |
| 18 | WMT | WALMART STORES INC | 1.91% | Reduce -0.1% | 975,585 | $69.2M | $70.93 | No quote |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702 | 1.47% | Reduce -0.3% | 389,926 | $53.07M | No quote | No quote |
| 20 | UNP | UNION PACIFIC CORP | 1.23% | Reduce -0.2% | 466,238 | $44.47M | $95.37 | No quote |
| 21 | KOF | COCA COLA FEMSA | 1.14% | - | 520,112 | $41.32M | $79.45 | No quote |
| 22 | ANAT | AMERICAN NATIONAL INSURANCE CO | 1.07% | Reduce -0.6% | 378,230 | $38.7M | No quote | No quote |
| 23 | UN | UNILEVER N V - ADR | 1.06% | Reduce -0.2% | 916,441 | $38.34M | No quote | No quote |
| 24 | DEO | DIAGEO P L C - ADR | 1.05% | Reduce -0.3% | 326,264 | $37.86M | $116.04 | No quote |
| 25 | ITW | ILLINOIS TOOL WORKS | 0.89% | - | 352,727 | $32.38M | $91.79 | No quote |
| 26 | PSX | PHILLIPS 66 | 0.89% | Reduce -0.1% | 398,568 | $32.11M | $80.56 | No quote |
| 27 | LMT | LOCKHEED MARTIN CORP COM | 0.77% | - | 149,917 | $27.87M | $185.90 | No quote |
| 28 | MA | MASTERCARD INC - CLASS A | 0.76% | Reduce -2.6% | 292,550 | $27.35M | $93.48 | No quote |
| 29 | NVS | NOVARTIS A G - ADR | 0.69% | Reduce -2.3% | 254,217 | $25M | $98.34 | No quote |
| 30 | USB | US BANCORP | 0.65% | - | 539,800 | $23.43M | $43.40 | No quote |
| 31 | NWLI | NATIONAL WESTERN LIFE INS CO | 0.63% | Reduce -0.4% | 94,793 | $22.7M | No quote | No quote |
| 32 | UNF | UNIFIRST CORP | 0.59% | Reduce -0.2% | 191,178 | $21.38M | $111.85 | No quote |
| 33 | AXP | AMERICAN EXPRESS CO | 0.57% | Reduce -0.3% | 267,506 | $20.79M | $77.72 | No quote |
| 34 | TTE | TOTAL SA - ADR | 0.50% | Reduce -1.4% | 370,967 | $18.24M | $49.17 | No quote |
| 35 | NOV | NATIONAL OILWELL VARCO | 0.49% | Reduce -1.1% | 365,403 | $17.64M | $48.28 | No quote |
| 36 | AGCO | AGCO CORP. | 0.43% | Reduce -6.0% | 271,538 | $15.42M | $56.78 | No quote |
| 37 | UL | UNILEVER PLC - ADR | 0.34% | - | 284,937 | $12.24M | $42.96 | No quote |
| 38 | LUK | LEUCADIA NATIONAL CORP | 0.23% | Reduce -43.1% | 336,247 | $8.16M | No quote | No quote |
| 39 | HSBC | HSBC HOLDINGS PLC - ADR | 0.21% | Add +3.5% | 170,173 | $7.63M | $44.81 | No quote |
| 40 | GSK | GLAXO SMITHKLINE PLC ADR | 0.15% | Reduce -2.3% | 128,285 | $5.34M | $41.65 | No quote |
| 41 | CNQ | CANADIAN NATURAL RESOURCES | 0.09% | - | 125,000 | $3.39M | $27.15 | No quote |
| 42 | RDSA | ROYAL DUTCH SHELL PLC-A SHRS A | 0.08% | Add +4.9% | 53,743 | $3.06M | No quote | No quote |
| 43 | DNOW | NOW INC/DE | 0.05% | Reduce -0.8% | 85,079 | $1.69M | $19.91 | No quote |
| 44 | SHEN | SHENANDOAH TELECOMMUNICATIONS | 0.04% | - | 39,840 | $1.36M | $34.24 | No quote |
| 45 | BRO | BROWN & BROWN INC | 0.01% | - | 13,925 | $458K | $32.89 | No quote |
| 46 | CTWS | CONNECTICUT WATER SERVICE INC | 0.01% | - | 6,483 | $221K | No quote | No quote |
| 47 | XOM | EXXON MOBIL CORPORATION | 0.01% | - | 2,364 | $197K | $83.33 | No quote |